Private Wealth Management Group’s Tompkins Financial TMP Stock Holding History

Private Wealth Management Group’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.39K	Hold	56	–	–	﹤0.01%	873
2026 Q2	$5.29K	Hold	56	–	–	﹤0.01%	828
2026 Q1	$4.42K	Hold	56	–	–	﹤0.01%	820
2025 Q4	$4.06K	Hold	56	–	–	﹤0.01%	856
2025 Q3	$3.71K	Hold	56	–	–	﹤0.01%	909
2025 Q2	$3.51K	Hold	56	–	–	﹤0.01%	903
2025 Q1	$3.53K	Hold	56	–	–	﹤0.01%	862
2024 Q4	$3.8K	Hold	56	–	–	﹤0.01%	853
2024 Q3	$3.24K	Hold	56	–	–	﹤0.01%	892
2024 Q2	$2.74K	Buy	56 +44	+367%	+$2.03K	﹤0.01%	940
2024 Q1	$604	Hold	12	–	–	﹤0.01%	1400
2023 Q4	$723	Buy	+12	New	+$652	﹤0.01%	1370

Other funds holding TMP

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Private Wealth Management Group's TMP Position: Q3 2026 in Review

Private Wealth Management Group held its Tompkins Financial (TMP) position steady in Q3 2026 at 56 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Private Wealth Management Group first reported a position in TMP in Q4 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

Private Wealth Management Group held 56 shares of Tompkins Financial worth $5.39K as of Q3 2026.
Private Wealth Management Group left its Tompkins Financial share count unchanged in Q3 2026.
Tompkins Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #873 holding.
Private Wealth Management Group first reported a position in Tompkins Financial in Q4 2023 and has held it in 12 quarters since.
47 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.